Jonathan Riddle

Vice President, Private Client Advisor

Professional Profile

Jonathan Riddle is a Vice President and Private Client Advisor at Bank of America Private Bank based in Stamford, CT. In this role, Jonathan works closely with clients to address a range of wealth management needs. He advises individuals, families, CEOs, and private business owners with a focus on high and ultra high net worth families. In additon to individuals, he also works with institutional foundations and endowments. Together with his team of specialists, he delivers customized advice and guidance to help simplify the complex lives of each client.

Jonathan leads a team of specialists who work in concert to provide guidance, design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, customized credit and philanthropy. Prior to joining Bank of America Private Bank, Jonathan served as a Client Advisor for Bessemer Trust, a privately owned Multifamily Trust Company. Jonathan was responsible for addressing the wealth management needs of 33 family relationships. Prior to this position with Bessemer Trust, Jonathan served in a similar role at BNY Mellon. 

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For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.